Area Manager
Experience
Salary
Location
Job Description
Key Responsibilities:
- Customer Engagement: Develop strong relationships with bank customers and identify their insurance needs through consultations and needs assessments
- Product Knowledge: Have an in-depth understanding of various insurance products and policies, and effectively communicate their features, benefits, and terms to customers
- Sales and Cross-Selling: Actively promote and sell insurance products to bank customers, utilizing cross-selling opportunities to increase insurance policy penetration
- Consultative Selling: Use a consultative approach to tailor insurance solutions to individual customer requirements, taking into account their financial situation and risk tolerance
- Quoting and Proposal: Prepare insurance quotes and proposals, explaining coverage options, premiums, and policy terms clearly to clients
- Documentation and Compliance: Ensure all documentation related to insurance transactions is accurately completed and compliant with regulatory requirements
- Customer Support: Provide ongoing support to customers, assisting with policy servicing, claims processing, and any inquiries or concerns
- Claims Handling: Guide customers through the insurance claims process, acting as an intermediary between the customer and the insurance company
- Relationship Management: Collaborate with bank staff, including relationship managers and financial advisors, to identify potential insurance opportunities and provide training on insurance products
- Market Research: Stay informed about industry trends, competitor products, and regulatory changes to remain competitive and compliant
- Targets and Goals: Meet or exceed sales targets, revenue goals, and performance metrics set by the bank and insurance partners
Pls share your resume on job.rspot@gmail.com or call on 7738298293.
Thanks and regards,
Parul Soni,
7738298293.
Designation
Area Manager
Key Skills
Industry
Banking & Financial Services
Functional Area
Insurance
Employment Type
Full Time
Education
Bachelor Degree
Job Type
Work From Home
Assessment Details
Regional Retail Finance and Insurance Manager Quiz
30 Minutes
Related Jobs
Accountant
Pre Sales
Join the Account team as a Full Time Accountant on Erekrut, specializing in Accountant in the Accounts industr...
3-6 Lakhs
1-3 Years
Maharashtr..
Accounting
Ayurvedic / Homeopathic Doctor
Dr. Vijay Panikar Speciality Centre
Join the Dr. Vijay Panikar Speciality Centre team as a Full Time Ayurvedic / Homeopathic Doctor on Erekrut, sp...
3-6 Lakhs
0-1 Years
Maharashtr..
Hospitals / ...
Insurance Manager
Kotak Life Insurance
Join the Kotak life insurance team as a Full Time Insurance manager on Erekrut, specializing in Insurance ma...
3-6 Lakhs
4-6 Years
West Benga..
Insurance
Treasury QA Testing
SNAPSHOTS GLOBAL
Join the SNAPSHOTS GLOBAL team as a Full Time Treasury QA Testing on Erekrut, specializing in Treasury QA Test...
10-15 Lakhs
4-6 Years
Karnataka-..
Banking
TA Specialist
Kinjal Group
Join the Kinjal Group team as a Full Time TA Specialist on Erekrut, specializing in TA Specialist in the Real ...
10-15 Lakhs
11-15 Years
Maharashtr..
Recruitment
Tele Caller
Pre Sales
Join the Pre sales team as a Full Time Tele caller on Erekrut, specializing in Tele caller in the Real Estate ...
Confidential
1-3 Years
Maharashtr..
Telecalling ...
Public Relations Executive
The Other Circle
Join the The Other Circle team as a Full Time Public Relations Executive on Erekrut, specializing in Public Re...
3-6 Lakhs
1-3 Years
Maharashtr..
Public Relat...
Assistant Sales Manager
Homesfy Realty Limited
Join the Homesfy Realty Limited team as a Full Time Assistant Sales Manager on Erekrut, specializing in Assist...
0-3 Lakhs
1-3 Years
Maharashtr..
Sales